Finance Outsourcing

If you run a business—like a veterinary or dental practice, or perhaps a real estate management company—you know your success depends on specialized expertise. You have to focus on what you do best, and what separates you from competitors. That’s how you make a name for yourself within the community.

But running a business requires other kinds of expertise, too. Behind the scenes, there are a number of important back-office accounting processes that need attention almost daily—from regular bookkeeping and expense management to payroll, financial reporting, and tax planning. Not to mention that growing a business also means forming key financial strategies and maintaining an eye on the future.

The reality is that most business owners don’t have the time or resources available in-house to givethese responsibilities the attention they need.

Our cloud-based technology approach puts you at the forefront of today’s most timely, effective, and secure accounting systems.

Like a Chief Financial Officer, we work to develop a big-picture perspective of your business—so you can ensure a path toward increasing profitability through both short- and long-term goals.

How does the process work?

Step 1. You tell us what you need.

At our first in-depth meeting, we’ll discuss your immediate concerns, your short- and long-term business plans, and the ways in which we can best serve you.

Step 2. We’ll start onboarding.

Like any new “employee,” we’ll quickly get up to speed on your organizational structure and chain of command, as well as your budget and annual goals. We will take care of any contractual agreements your company requires, such as nondisclosure agreements, and we’ll make sure we understand any third-party reporting requirements you might have. Finally, we will clearly define the scope of our processes and design management reporting formats.

Step 3. We’ll build your outsourced finance department.

Based on our initial assessment, we’ll pair you with one or more of our skilled professionals. We’ll also get you set up on our cloud-based client portal, with access to the latest technology for real-time decision-making. Our goal is to create an experienced and visionary team that’s prepared to navigate your specific business and accounting needs.

Step 4. Together, we’ll craft a financial strategy.

Depending on your goals, you’ll work with your new outsourced finance team to plot a course for the months—or even years—ahead. We’ll advise you on every element that pertains to your objectives, from taxes to expense tracking and beyond.

Step 5. We’ll take it from there.

Our professionals will manage as much or as little of your business financials as you need, always with an eye on your strategic vision. We’ll track trends, compliance needs, regulatory changes, tax documentation, and areas for potential improvement. And we’ll consistently communicate with you, so you never feel out of the loop about the financial success of your business.

Ready to get started? Let’s do a consultation to see how we can help you out.